Destination Wealth Management

Position in ELV — Elevance Health, Inc.

CIK 1278573 WALNUT CREEK, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$230,491

+$15,254 QoQ

Shares Held

596

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,256

of 1,597 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Healthcare · as of Jun 30, 2026

Destination Wealth Management holds $870,821 across 3 Healthcare Plans names. ELV ranks #3 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	891	$370,326
2	CVS	CVS HEALTH Corp	2,610	$270,004
3	ELV	Elevance Health, Inc. This page	596	$230,491

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,491	596	-2.9%	Shares	Sole	2026-08-14
2025-12-31	$215,237	614	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.